Matthew Gary Robertson – Financial Adviser

Adviser identifying number: 298827
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: SFS LICENCE PTY LTD
Licence number: 489820
Licensee’s ABN:
Licence controlled by: JENERRA NOMINEES PTY LTD ~ SMAC Nominees Pty Ltd ~ WINDELL HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 07/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAKESPEARE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 274011
Authorised Representative’s ABN: 95009351615

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Financial Planning) – RMIT University
• Certified Financial Planner – Financial Planning Association
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Matthew Gary Robertson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility